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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,987 | $147,556-93.2% | $129,031-92.3% | $198,609-95.0% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 17.77% | 37.41%-19.6pp | 34.67%-16.9pp | 202.70%-184.9pp |
| Employer contribution / active EE | $407 | $3,645-88.8% | $3,226-87.4% | $5,055-91.9% |
| Participant deferral / active EE | $4,595 | $5,760-20.2% | $5,217-11.9% | $6,977-34.1% |
| Admin fee / account holder | $2,172 | $15,467-86.0% | $13,208-83.6% | $19,030-88.6% |